See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,680 | $98,750-82.1% | $149,696-88.2% | $79,858-77.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 33.53% | 27.43%+6.1pp | 276.60%-243.1pp | 31.71%+1.8pp |
| Employer contribution / active EE | $2,779 | $3,216-13.6% | $4,644-40.2% | $2,471+12.5% |
| Participant deferral / active EE | $4,027 | $5,680-29.1% | $6,842-41.1% | $3,740+7.7% |
| Admin fee / account holder | $1,055 | $6,053-82.6% | $9,309-88.7% | $5,306-80.1% |